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Realta Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Realta Investment Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.87M Buy
17,193
+3,562
+26% +$409K 0.55% 44
2026
Q2 		$1.6M Sell
13,631
-308
-2% -$36K 0.5% 51
2026
Q1 		$1.52M Sell
13,939
-3,954
-22% -$462K 0.53% 47
2025
Q4 		$2.14M Sell
17,893
-1,469
-8% -$174K 0.7% 35
2025
Q3 		$2.32M Buy
19,362
+2,344
+14% +$268K 0.78% 31
2025
Q2 		$1.85M Buy
17,018
+1,642
+11% +$168K 0.73% 33
2025
Q1 		$1.52M Buy
15,376
+292
+2% +$31.7K 0.69% 39
2024
Q4 		$1.7M Buy
15,084
+1,346
+10% +$144K 0.7% 35
2024
Q3 		$1.36M Sell
13,738
-6,512
-32% -$609K 0.62% 40
2024
Q2 		$1.85M Sell
20,250
-1,192
-6% -$106K 0.36% 61
2024
Q1 		$1.97M Buy
21,442
+900
+4% +$80.1K 0.41% 54
2023
Q4 		$1.84M Buy
20,542
+15,894
+342% +$1.32M 0.41% 49
2023
Q3 		$395K Hold
4,648
– – 0.09% 243
2023
Q2 		$395K Sell
4,648
-250
-5% -$19.1K 0.09% 253
2023
Q1 		$366K Sell
4,898
-1,310
-21% -$93.9K 0.09% 254
2022
Q4 		$401K Sell
6,208
-50
-0.8% -$3.49K 0.1% 243
2022
Q3 		$446K Sell
6,258
-36
-0.6% -$2.82K 0.12% 205
2022
Q2 		$441K Sell
6,294
-94
-1% -$7.41K 0.11% 207
2022
Q1 		$591K Sell
6,388
-148
-2% -$13.6K 0.12% 188
2021
Q4 		$668K Buy
6,536
+54
+0.8% +$5.38K 0.15% 173
2021
Q3 		$582K Sell
6,482
-574
-8% -$52.1K 0.14% 181
2021
Q2 		$630K Buy
7,056
+770
+12% +$67.1K 0.15% 171
2021
Q1 		$528K Buy
6,286
+1,322
+27% +$110K 0.14% 190
2020
Q4 		$399K Buy
4,964
+478
+11% +$36.9K 0.11% 199
2020
Q3 		$330K Buy
4,486
+32
+0.7% +$2.27K 0.11% 212
2020
Q2 		$284K Buy
+4,454
New +$263K 0.09% 254
2020
Q1 		– Sell
-5,246
Closed -$320K – 1428
2019
Q4 		$320K Sell
5,246
-182
-3% -$11.1K 0.09% 254
2019
Q3 		$324K Sell
5,428
-232
-4% -$14K 0.09% 247
2019
Q2 		$337K Buy
5,660
+552
+11% +$32.3K 0.09% 236
2019
Q1 		$294K Buy
+5,108
New +$277K 0.13% 205

Other funds holding XLY

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Realta Investment Advisors's XLY Position: Q3 2026 in Review

Realta Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 26% in Q3 2026, buying an estimated $409K and bringing the position to 17,193 shares worth $1.87M. The position accounts for 0.55% of the portfolio, ranked #44.

Realta Investment Advisors first reported a position in XLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.32M in Q3 2025. 203 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

  • Realta Investment Advisors held 17,193 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.87M as of Q3 2026.
  • Realta Investment Advisors bought 3,562 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $409K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.55% of Realta Investment Advisors's portfolio in Q3 2026, its #44 holding.
  • Realta Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.32M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.